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Sales and customers

CRM

Bring opportunities, stages and next activities together.

CRM

Verified status

Odoo 19: installed on the current showcase website.

Technical name
crm
Source repository
Odoo S.A.
Licence
LGPL-3

A scoped implementation, with evidence.

Functions and use

Structures customers, activities and sales stages in one flow.

Create a lead, qualify it, schedule the next activity, then prepare a quotation.

Prerequisites and limits

Define stages, owners, visibility rules and the data to be imported.

Validation

Installation, permissions and the complete user journey are tested on the target version before production.